Senior Private Wealth Advisor

Bank of the Philippine Islands (BPI); Iloilo City; On-site; PHP 900,000 - 1,300,000; Full time

Job summary

Bank of the Philippine Islands (BPI) is seeking a Private Wealth Relationship Manager to manage high-net-worth client accounts and drive revenue growth. You will coordinate with different departments to ensure timely execution of investment and administrative requirements while maintaining strong client relationships.

You will review portfolios, provide investment advice, and address client inquiries, with opportunities for training and advancement within Private Wealth Management.

Qualifications

• Bachelor's Degree required.
• Master's degree preferred or other business studies.
• Experience in the banking business is preferred.
• Knowledge of the trust business, investments, securities, and financial markets.
• Well-versed in MS Office.
• Good communication, analytical, and presentation skills.

Responsibilities

• Manages Private Wealth accounts/clients and grows volume and revenue.
• Ensures adherence to agreements, guidelines, policies, and regulations.
• Relays client instructions for contributions, withdrawals, transfers, and trades.
• Undertakes periodic visits to high net-worth individuals to strengthen relationships.
• Reviews client portfolios periodically and provides investment advice.
• Addresses client inquiries and resolves concerns.
• Acts as alternate officer in the absence of other Private Wealth Relationship Managers.
• Attends training to enhance knowledge and skills.

Skills

Client relationship management

Banking experience

Analytical skills

Communication skills

Presentation skills

Education

Bachelor's Degree

Master's degree preferred

Tools

MS Office

Job description

Bank of the Philippine Islands (BPI) is seeking a Private Wealth Relationship Manager to manage high-net-worth client accounts and drive revenue growth. You will coordinate with different departments to ensure timely execution of investment and administrative requirements while maintaining strong client relationships.

You will review portfolios, provide investment advice, and address client inquiries, with opportunities for training and advancement within Private Wealth Management.